It seems like one minute you’re proudly holding your new grandchild in your arms, and the next they’re heading off to college. As the College Board’s annual report, ‘Trends In College Pricing’ highlights, that college experience comes with a high price tag nowadays. If supporting your grandchild’s academic success is important to you, here are 6 ways you can help with your grandkid’s college costs.Read More
A common objective within families is sharing wealth with family members and loved ones. Sometimes it’s a desire to do so, carefully planned and executed. Sometimes, it’s an unexpected need.
Whatever the circumstances, there are many ways to maximize your giving potential. Jennifer Myers of SageVest Wealth Management presented a recent session at McLean Community Center on how to balance family priorities and values, tax strategies, estate provisions, and other considerations, to help create financial security for you and subsequent generations, both now and in the future.Read More